The Certified Fee Insurance Specialist is the first and only designation that distinguishes the practitioner as one who is knowledgeable in *fee-based life insurance design and functionality, encompassing competency in policy style, design, concept and efficiency considerations with full disclosure and fiduciary care.

The Certified Fee Insurance Specialist Program is a professional practice application designation.

In order to maintain the CFIS designation, validation of fee-insurance planning with implementation of a *fee-based insurance policy must be provided during the twelve-month period between designation renewals. Validation form and procedures will be provided after candidates pass the final exam and receive their designation.


CFISTM Requirements

To receive the CFIS designation, you must complete and successfully pass a total of 5 courses. The required courses are:

"Introduction to Life Insurance"
"Life Insurance Policies"
"Life Insurance Concepts"
"Ethics for the Insurance Services Practitioner"
"Six Primary Foundations for the CFIS & Final Exam"

Several of the courses are available for additional CE credits. When purchasing a course, you will be able to find out what CE credits can be applied for, the registration status for your State, and add that applicable CE credit to your account.

Once you have completed your selected courses, you will take the required exams online. WebCE will immediately grade and validate the results upon completion.

*A fee-based insurance policy is often referred to as no-load or low-load and pays no commission to the advisor.

Ordering Your CFIS Courses

Click on COURSE CATALOG and select one of the courses under the CFIS tab by clicking on the title. To the right of the course description will be your delivery options as well as your option for optaining insurance CE. If you would like Insurance CE select your state and license type and the hours will show if they are available. After you have made your selection, add the course to your cart and select the 2nd course and so on.

To order by phone call WebCE at 800-488-9308.When ordering by phone, make sure you tell your customer service representative that you are interested in taking the CFIS Designation courses for "Fee Advisors Network".

If you need additional Insurance CE outside of the hours received from the CFIS courses, click on the More CE tab to select additional courses.

For more information about the Fee Advisors Network or to register for a free subscription to their newsletter, visit the website at www.feeadvisorsnetwork.com.

 

(CFIS™ and Certified Fee Insurance Specialist are certification standards owned by the Fee Advisors Network)